Sales Tax Advisory Services & Managed Sales Tax Compliance
Tax Advisory Services
Dillon Tax Consulting successfully adds value to our clients’ businesses by identifying and minimizing multistate sales tax obligations, automating compliance solutions into their billing processes, and managing the sales tax compliance process from end to end for our clients. This ensures accurate sales tax compliance while freeing valuable client resources to focus on operating and growing their business.
For most clients, once we have identified where the company has sales tax nexus, and tax compliance obligations, we determine if there is any material historical exposure to address and resolve. To the extent this exists, we successfully negotiate voluntary disclosure and resolution of the liabilities, including abatement of penalties.
Prior to registering for sales tax accounts, we then implement and automate the sales tax compliance processes, through tax registrations and tax decision matrices, which we utilize to map products to applicable tax treatment in registered states. Automating tax compliance and management of our clients' sales tax returns ensures prospective compliance obligations are met efficiently and cost-effectively.
Dillon Tax Consulting regularly represents companies during and after state tax audits, often coming in at critical, “all hope is lost” stages to minimize potential liabilities and negotiate favorable settlements. We also guide companies through the due diligence phase of mergers and acquisition, identifying and mitigating potential tax exposure, successor liability issues, tax clearance requirements, and bulk transfer and other exemption opportunities.
With more than 50 years of combined experience in multistate sales tax, not only as practice leaders for global accounting firms, and in-house for publicly-traded technology companies, Mike and Dana not only bring technical expertise to every client relationship, but the practical wisdom from having successfully addressed these very issues in tax leadership roles within these companies.
Sales Tax Compliance is tedious, time-consuming and very important. But you have better things to do with your time.
We take over this process so you don’t have to think about it. We regularly review your sales and return data from month to month to ensure integrity of the filings. Dillon Tax Consulting will provide a Liability Summary Report each month detailing the liabilities reported in each state for accounting purposes.
Our team utilizes Avalara’s intelligent return console to prepare, review and file your returns, ensuring optimal compliance so that you can focus on everything else. Whether you utilize Avalara or not, we can import your data to prepare and file your returns. We then provide you with a Liability Summary Report each month detailing the liabilities reported in each state for accounting purposes.
Adding Client Value
All we do is sales tax. Our dedication to excellence for our clients is reflected in everything we do.
We value Integrity, Teamwork & Reliability, which our client's experience through proficiency, efficiency and service excellence
Our expertise and professional relationships have enabled us to provide measurable value to our clients by:
- implementation of automated sales tax compliance platforms;
- ongoing management of sales tax return filing and support;
- identifying and securing seven- and six-figure refunds of tax overpayments, ensuring prospective annuity benefits as well;
- identifying and minimizing multi-state and multi-tax obligations, resulting in reduced contingencies and enhanced bottom lines;
- reviewing and streamlining compliance processes and enhancing internal controls, freeing internal corporate resources to pursue other opportunities;
- representing taxpayers during sales and transaction tax audits and defending taxpayers on appeal after assessments have been issued and "all hope seems lost", resulting in successful resolutions of the matters prior to litigation;
- guiding companies through the due diligence phase of mergers and acquisition, identifying and mitigating potential tax exposure, successor liability issues, tax clearance requirements, and bulk transfer and other exemption opportunities.